Scott R Sweet, J.D., CLU®, CFP®, ChFC®, RICP®

Wealth Management Advisor

Testimonials

"I truly value the process Scott and the Sweet Team employ for me and my family. Their comprehensive consulting has taught me a lot and is vital to us achieving our financial goals."

-Bob Bragalone,

Office Managing Partner at Gordon & Rees LLP and NFL Hall of Fame Inductee

 

 

"Scott and his team exhibit unmatched knowledge, service and care. They seek first to listen and understand, then use their expertise to implement the best strategies for my personal and business financial goas."

-Bill Curtis, The Curtis Law Group

 

 

"We have been great friends with Scott and his whole family for many years. He's also in our inner circle of trusted advisors."

-Drs. Anna and Ewen Tseng

 

 

"Scott Sweet and his team have always been there for us.  Since we first went with Northwestern Mutual many years ago, Scott has conducted regular in person and telephone meetings with us, so we always know where we stand financially.  The professionalism and knowledge of Scott and his staff were critical as we developed a retirement plan that is working for us now.

Now that we are both retired, we are more in touch with Scott than before.  He keeps us up to date on market changes, investment strategy and how we will liquidate our assets with the least tax consequences.  We also have the appropriate insurance products in place for situations that may arise.  

We have always felt that Scott and his team have our best interests at heart and work with us, so we won’t have to worry through retirement and our final days.  We have had several financial advisers over the years, but we are glad we made the last move to Scott and Northwestern Mutual."

-Kim Turner and Kathleen Varadi, MD

 

 

“Scott has been my financial advisor and friend for over 20 years.  I consider him and his team instrumental in my personal and business financial success.”

-Jenna Beller Donatiello

Owner, Noble Wine Imports

 

 

 

 

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck